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Koss-Olinger Consulting’s ExxonMobil XOM Stock Holding History

Koss-Olinger Consulting’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,953
Closed -$331K – 260
2026
Q1 		$331K Sell
1,953
-1,937
-50% -$283K 0.03% 193
2025
Q4 		$468K Sell
3,890
-865
-18% -$100K 0.04% 172
2025
Q3 		$513K Sell
4,755
-2,562
-35% -$285K 0.04% 201
2025
Q2 		$789K Sell
7,317
-1,476
-17% -$158K 0.06% 143
2025
Q1 		$1.05M Buy
+8,793
New +$972K 0.09% 115
2024
Q4 		– Sell
-6,097
Closed -$715K – 295
2024
Q3 		$715K Buy
6,097
+656
+12% +$75.7K 0.06% 121
2024
Q2 		$626K Buy
+5,441
New +$634K 0.06% 125
2024
Q1 		– Sell
-5,176
Closed -$517K – 326
2023
Q4 		$517K Sell
5,176
-4,111
-44% -$432K 0.05% 148
2023
Q3 		$1.09M Buy
9,287
+409
+5% +$44.9K 0.16% 81
2023
Q2 		$952K Sell
8,878
-190
-2% -$20.7K 0.11% 98
2023
Q1 		$994K Sell
9,068
-91
-1% -$10.1K 0.12% 90
2022
Q4 		$1.01M Sell
9,159
-5,973
-39% -$640K 0.15% 84
2022
Q3 		$1.32M Sell
15,132
-764
-5% -$69.8K 0.22% 37
2022
Q2 		$1.36M Sell
15,896
-5,120
-24% -$462K 0.25% 33
2022
Q1 		$1.74M Sell
21,016
-8,582
-29% -$667K 0.28% 30
2021
Q4 		$1.81M Buy
29,598
+1,569
+6% +$98.1K 0.28% 27
2021
Q3 		$1.65M Sell
28,029
-14,658
-34% -$835K 0.27% 28
2021
Q2 		$2.69M Buy
42,687
+1,912
+5% +$114K 0.4% 28
2021
Q1 		$2.28M Buy
+40,775
New +$2.14M 0.39% 30

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Koss-Olinger Consulting's XOM Position: Q2 2026 in Review

Koss-Olinger Consulting sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,953 shares — an estimated $331K sold.

Koss-Olinger Consulting first reported a position in XOM in Q1 2021 and held it in 19 quarters. The position peaked at $2.69M in Q2 2021. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Koss-Olinger Consulting reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Koss-Olinger Consulting sold 1,953 ExxonMobil shares in Q2 2026, an estimated $331K.
  • Koss-Olinger Consulting first reported a position in ExxonMobil in Q1 2021 and held it in 19 quarters.
  • Koss-Olinger Consulting's ExxonMobil position peaked at $2.69M in Q2 2021.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.